Using SugarCRM when you aren't doing CRM Examples of SugarCRM as a platform<br />John Mertic<br />Community Manager<br />©...
Who Am I?<br />John Mertic<br />Contact Info<br />http://jmertic.wordpress.com<br />Twitter: @jmertic<br />jmertic@sugarcr...
Agenda<br />What is CRM?<br />Where CRM is going?<br />Case Studies<br />
Customer <br />Relationship <br />Management<br />What is CRM?<br />
What is CRM?<br />CRM is about Customers<br />
What is CRM?<br />CRM is about Growing andRetainingCustomers<br />
Where is CRM going?<br />xAnything<br />Relationship <br />Management<br />
Where is CRM going?<br />xRMis about Connections<br />
Where is CRM going?<br />xRMis about Building andFostering Connections<br />
StoryCorps is an independent nonprofit whose mission is to provide Americans of all backgrounds and beliefs with the oppor...
Default language definitions in SugarCRM are sales-related.<br />NGOs don’t “sell,” we reach out to communities, form part...
Opportunity (module)
Sales Stage (field)</li></ul>StoryCorps<br /><ul><li> Organization
Partnership
Status</li></ul>Strategy for Customizations<br />
Founded in 1988, The Robin Hood Foundation targets poverty in New York City through the unique approach of applying sound ...
Custom Language files for appropriate labeling<br />Grants Management<br />Robin Hood Grantee<br />
Individual Grants Roll Up to A Grantee<br />A Core Grant Record<br />Grants Management – Grant Rollup<br />
Payments Roll Up to A Core Grant<br />A Payment Record<br />Grants Management<br />
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LinuxTag 2011 - Using SugarCRM when you aren't doing CRM Examples of SugarCRM as a platform

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Most people see SugarCRM and think it can only work for one kind of use case, where a company is interested in managing it's clients and customers. But SugarCRM is more than a CRM application; it's a application framework where you can build any kind of business or organization application on top of. And best of all, it's available under the AGPLv3 license, making the source code available to everyone.

In this talk, I will demo several different customizations done that stretch SugarCRM past it's CRM boundaries and show it's ability as a flexible, PHP based, rapid application development platform.

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  • And &lt;CLICK&gt; first, I want to get all ofYOU on the same page on what CRM is,The &lt;CLICK&gt; we discuss why YOU need a CRM solution and &lt;CLICK&gt; I will end my presentation showing you why SugarCRM is the best solution for YOU.
  • CRM stands for &lt;CLICK&gt; Customer&lt;CLICK&gt; Relationship &lt;CLICK&gt; Management
  • So CRM is not about technology butall about Customers, YOUR Customers.
  • CRM help YOU grown and retain YOUR customersSo, what are the different ways YOU grown and retain YOUR customers?
  • CRM stands for &lt;CLICK&gt; Customer&lt;CLICK&gt; Relationship &lt;CLICK&gt; Management
  • So CRM is not about technology butall about Customers, YOUR Customers.
  • CRM help YOU grown and retain YOUR customersSo, what are the different ways YOU grown and retain YOUR customers?
  • CRM help YOU grown and retain YOUR customersSo, what are the different ways YOU grown and retain YOUR customers?
  • LinuxTag 2011 - Using SugarCRM when you aren't doing CRM Examples of SugarCRM as a platform

    1. 1. Using SugarCRM when you aren't doing CRM Examples of SugarCRM as a platform<br />John Mertic<br />Community Manager<br />©2011 SugarCRM Inc. All rights reserved.<br />
    2. 2. Who Am I?<br />John Mertic<br />Contact Info<br />http://jmertic.wordpress.com<br />Twitter: @jmertic<br />jmertic@sugarcrm.com ( SugarCRM )<br />jmertic@php.net ( PHP )<br />Community Manager for SugarCRM<br />http://www.sugarcrm.com<br />http://www.sugarforge.org<br />3/24/2011<br />@2011 SugarCRM Inc. All rights reserved.<br />2<br />Buy my book!<br />http://amzn.to/enioPV<br />
    3. 3. Agenda<br />What is CRM?<br />Where CRM is going?<br />Case Studies<br />
    4. 4. Customer <br />Relationship <br />Management<br />What is CRM?<br />
    5. 5. What is CRM?<br />CRM is about Customers<br />
    6. 6. What is CRM?<br />CRM is about Growing andRetainingCustomers<br />
    7. 7. Where is CRM going?<br />xAnything<br />Relationship <br />Management<br />
    8. 8. Where is CRM going?<br />xRMis about Connections<br />
    9. 9. Where is CRM going?<br />xRMis about Building andFostering Connections<br />
    10. 10. StoryCorps is an independent nonprofit whose mission is to provide Americans of all backgrounds and beliefs with the opportunity to record, share, and preserve the stories of our lives. <br />Since 2003, StoryCorps has collected and archived more than 30,000 interviews from more than 60,000 participants. Each conversation is recorded on a free CD to share, and is preserved at the American Folklife Center at the Library of Congress.<br />Case Study 1 - StoryCorps<br />
    11. 11. Default language definitions in SugarCRM are sales-related.<br />NGOs don’t “sell,” we reach out to communities, form partnerships and perform mission-driven services.<br />Is there a general or universal lexicon that could better serve the NGO community?<br />What did they do? Customize the language strings<br />Customizing SugarCRM to fit the language used within your organization, is critical to the success of your implementation, and it’s easy to do!<br />Original<br /><ul><li> Account (module)
    12. 12. Opportunity (module)
    13. 13. Sales Stage (field)</li></ul>StoryCorps<br /><ul><li> Organization
    14. 14. Partnership
    15. 15. Status</li></ul>Strategy for Customizations<br />
    16. 16.
    17. 17. Founded in 1988, The Robin Hood Foundation targets poverty in New York City through the unique approach of applying sound investment principles to <br />philanthropy. <br />Robin Hood gives 100% of every donation to New Yorkers in need. <br />It plays an active role in improving the effectiveness of the organizations it funds through Management Assistance programs and uses a Metrics-based approach to measure their success. <br />Case Study 2 - The Robin Hood Foundation<br />
    18. 18. Custom Language files for appropriate labeling<br />Grants Management<br />Robin Hood Grantee<br />
    19. 19. Individual Grants Roll Up to A Grantee<br />A Core Grant Record<br />Grants Management – Grant Rollup<br />
    20. 20. Payments Roll Up to A Core Grant<br />A Payment Record<br />Grants Management<br />
    21. 21. What does this mean about SugarCRM?<br />SugarCRM is a platform for Building andFostering Connections<br />
    22. 22. Resources<br />5/9/11<br />©2011 SugarCRM Inc. All rights reserved.<br />18<br />http://www.sugarforge.org<br />Buy my book!<br />http://amzn.to/enioPV<br />
    23. 23. SugarCRM Community<br />Join the Monthly Community Webinar <br />When: 3rd Wednesday of each month at 15:00 GMT<br />Where: WebEx ( http://bit.ly/iJANYC )<br />More information at<br />http://developers.sugarcrm.com/wordpress/?p=2320<br />5/12/11<br />©2009 SugarCRM Inc. All rights reserved.<br />19<br />
    24. 24. Questions?<br />@2011 SugarCRM Inc. All rights reserved.<br />3/24/2011<br />20<br />
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